Security National Financial
SNFCA
SNFCA
55 hedge funds and large institutions have $85.9M invested in Security National Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
$26.4M |
| 2 |
BlackRock
New York
|
$7.4M |
| 3 |
Morgan Stanley
New York
|
$937K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
$521K |
| 5 |
Invesco
Atlanta,
Georgia
|
$324K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $9.28K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $3.76K | +$3.4K | +417 | +948% |
|
53
Comerica Bank
Dallas,
Texas
| $2.47K | – | – | – |
|
54
Russell Investments Group
London,
United Kingdom
| $909 | +$909 | +111 | New |
|
|
FFA
55
Farther Finance Advisors
San Francisco,
California
| $180 | +$180 | +22 | New |
|
|
B
56
Bailard
Foster City,
California
| – | -$100K | -14,081 | Closed |
|
57
Allspring Global Investments
Charlotte,
North Carolina
| – | -$34.2K | -4,816 | Closed |
|